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- Custodian
- Charles Schwab & Company ยท Jackson National Life
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-11-2021
- Office Locations
- 1
Office Locations
About Corax Asset Management
Corax Asset Management is a Wilson, WY boutique advisory led by founder/CIO Ari Samuel Goldstein. The firm provides portfolio construction and asset-allocation focused asset management for retail clients, with an emphasis on entrepreneurs and planning needs such as business succession and insurance. Portfolios primarily use ETFs and public funds alongside U.S. government/agency bonds and cash, and are custodied at Charles Schwab.
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Owner & Executives
ARI SAMUEL GOLDSTEIN
Chief Investment Officer, Director, FOUNDER
- CRD
- #2880348
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,766,281 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,766,281 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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